Apogee Enterprises, Inc. (APOG) Stock

Apogee Enterprises, Inc. (APOG) is a Consumer Discretionary stock trading at $38.09 (as of 2026-09-02), with a market capitalization of $794.87M and a trailing P/E of 11.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Apogee Enterprises, Inc. designs, engineers, and manufactures glass and metal products and provides installation services for building envelopes. It operates through Architectural Framing Systems, Architectural Glass, Architectural Services, and Large-Scale Optical Technologies segments, serving customers in the United States, Canada, and Brazil.

Understand Apogee Enterprises, Inc.: how it makes money

Apogee engineers and fabricates custom aluminum window frames, glass, and building-envelope services that it sells and installs for commercial and multi-family construction projects. Metals framing and services each drive roughly a third of revenue, with glass adding another fifth and a small, fast-growing performance-surfaces line rounding out the mix.

Valuation: At 18× earnings, APOG trades 21% below the Consumer Goods average (22×).

Bull case

  • CalWall restructures the margin base: CalWall contributes $85 million in annual revenue at approximately 15% initial EBITDA margin, a multi-fold step above the current 5.5% operating margin and a structural upgrade to the blended profit model.
  • Trades 21% below sector: At 17.6x earnings versus the Consumer Goods industry average of 22.4x, APOG screens at a 21% discount, leaving embedded upside if the CalWall margin story processes on schedule.

Bear case

  • Core metals line losing volume: Metals sales, the largest segment at $120 million and 40% of revenue, declined 4.8% on reduced project volume, signalling that the primary revenue engine is still navigating a soft construction cycle.
Valuation — source: SEC EDGAR (first-party)
Price$38.09
Market Cap$794.87M
P/E Ratio11.6
EV / EBITDA6.9
Price / Book1.55
Price / Sales0.57
FCF Yield12.0%
DCF Value (model)$16.87
DCF Upside vs Price-55.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.40B
Net Margin3.9%
Revenue Growth (YoY)-1.1%
EPS Growth (YoY)-523.1%
FCF Growth (YoY)-104.2%
Financial Health — source: SEC EDGAR
Altman Z-Score2.94 (grey)
Piotroski F-Score7/9 (strong)
Valuation vs Sector & Industry
Stock P/E11.6
Sector P/E (Consumer Discretionary)20.1
Industry P/E (Consumer Goods)21.6
vs Sector-42.2%
vs Industry-46.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock Fund Advisors ($120.62M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryConsumer Goods
CEODonald A. Nolan
Employees4,500
CountryUS
IPO Date1973-05-03

Apogee Enterprises, Inc. earnings call transcripts

  • APOG Q1 FY27 earnings call transcript (reported 2026-06-26) · analysis
  • APOG Q3 FY26 earnings call transcript (reported 2026-01-07) · analysis
  • APOG Q2 FY26 earnings call transcript (reported 2025-10-09) · analysis

All APOG earnings calls

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APOG earnings history · APOG institutional & insider holders · APOG KPIs & operating metrics · APOG financials · APOG investor presentations & press releases · APOG SEC filings · APOG peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-02.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.